Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Maus is a financial advisor with over 18 years of experience in the financial services industry. Richard is registered with Eagle Strategies LLC. Richard has a Series 6, 7, 63, and 65 licenses, and has passed the SIE exam. Richard offers a wide range of financial services, including financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and publication of periodicals. Richard has extensive experience working with high net worth individuals, charitable organizations, and corporations or other businesses. Richard is also an insurance broker and is appointed with various outside insurance carriers for the purpose of brokering non-registered insurance products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
11/06/2006 - Present
Eagle Strategies LLC (DALLAS TX)
IA
Issued 09/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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